China, Nvidia
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AMD CEO Lisa Su said the company will resume MI308 chip shipments to China under a new 15% U.S. export fee despite Beijing's tightening restrictions, as AMD posts strong earnings and eyes long-term AI growth.
Nvidia CEO Jensen Huang admits that he has no idea whether Nvidia can sell its H200 chips in China even if Washington allows the company to export them.
U.S. President Donald Trump in August said his administration had reached a deal with Nvidia and AMD under which they could resume shipping some chips to China in exchange for paying a 15% fee, a move some legal experts argued could violate the U.S. Constitution's ban on taxing exports.
Cambricon Technologies Corp. plans to more than triple its production of AI chips in 2026, aiming to wrest market share from Huawei Technologies Co. in China and fill a void left by Nvidia Corp.’s forced exit.